Office Hours: Monday to Thursday, 9:00 AM to 3:00 PM
We are closed on statutory holidays.
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Retirement and Estate Planning in Surrey
When you have worked hard all your life and are planning to retire, you need to plan it properly so you can enjoy it without worries. This is where Schmidt Berg, Chartered Professional Accountants comes into the picture. If you have been planning your retirement for long, then you would have contributed to the Canada pension plan or your Canada RRSP retirement savings throughout your career. Our retirement planners will help you calculate how much you have saved and keep you up-to-date with any changes. Along with retirement planning, we also help you manage your estate planning in Surrey and throughout BC. Contact us today for more information.
Guidance for Your Retirement
Our retirement planning experts can help you understand:
Probate fees (sometimes called “inheritance tax”)
Your Canada pension plan
Estate tax
Trust account
Retirement savings (Canada RRSP)
Services
Our retirement planning services include:
Canada pension plan advice
Retirement savings
Pension buyout tips
Estate planning and estate tax
Retirement planning
Inheritance tax and probate fees
Trust account
Tax-free savings (TFSA Canada)